Cotswold Financial Planning

Independent Financial Adviser  36 Waverley Avenue, Kidlington, Oxon, OX5 2NA
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FCA authorised
Last authorised 1st March 2021
I enjoy helping people manage their finances without the pressure of selling products.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Long term care
Meet our advisers
MS Carolyn Sampson DipPFS
Financial Planner
About us

I have been providing clients with bespoke, independent financial advice for the last 15 years. I am dedicated to giving highly individual advice that is entirely focused on my clients' specific circumstances and needs.

What my clients expect of me is an objective, professional and efficient service that is delivered with a personal touch. I believe that the key to providing successful, holistic financial advice is creating a trusting and lasting relationship.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

36 Waverley Avenue, Kidlington, Oxon, OX5 2NA

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